2012年10月24日星期三

Top financial: join the stock callback appropriate evade




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WaiShi situation analysis:
Last Friday (on October 19), global stock index generally lower, the dow fell more than 200 points; The European three big stock index collective fell, terminate the continuous four day rose across the board. This week, the main stock index most rise; European stocks collective floating red, performance is relatively strong.
The Hong Kong for the first time in three years the hkma out intervention "in a few weeks of overseas capital flows into the dollar will be Hong Kong dollar push up to strong party exchange guarantee level after Hong Kong last Friday the hkma was forced to have limited the intervention, down local currency exchange, nearly three years for the first time.
"For beauty investment frequency setback tightening sino-us trade relations, a series of failed of trade that tried to investment American enterprise chinese-invested company pain unceasingly, and began to aggravate the the world's two largest economy growing tensions between trade relations. Although there are trading frustration, but China to the United States still investment increased steadily.
The China foreign exchange capital funding of recovery growth again into China, China's central bank announced on October 19 data showed that, in the RMB to regain uptrend, the capital began to into China. Research firm kay cast macroscopic (Capital Economics) economist Mark Williams says, in the past few months RMB popularity seems to be significantly warmer, look at the foreign exchange market will find, the fund is into China.
"Fitch: China's real GDP accord with 7% - 8% of the" new normal "growth" fitch ratings is expected in China 2012-2014 real gross domestic product (GDP) growth of 7% - 8%, while in China the latest third-quarter GDP data in the expected interval, although less than 2008-2011 9% - 10% of the growth, but the current economic slowdown speed than four years ago the global financial crisis so fast. Fitch ratings still think that China's economy may avoid a hard landing. Fitch ratings to China's long-term foreign issuer default rating for "A +", rating outlook for stability. Local currency issuer default rating for "AA -", rating outlook to negative. If the degree of economic slowdown in than expected serious, and last a long time, may result in local currency issuer default rating was cut.
The British reiterate welcome huawei investment "in the United States congress to release a strongly worded report, says huawei may constitute a safety risk, the news out of said last week, a committee of the British parliament are also investigating huawei and British telecom (BT) the relationship between. However, downing street insists, welcome huawei launched in the UK business.
The Canadian quasi veto Malaysia $5.3 billion acquisition of state-owned enterprises "Canadian industry minister said, Canada to veto Malaysia's state oil company (Petronas) $5.3 billion acquisition of headquarters is located in Calgary's Progress Energy Resources plan. This means that Canada to a foreign takeover attitude produce variable.
"Merkel warned that Britain don't veto the EU budget" Germany plan warned Britain, if British prime minister David Cameron (David Cameron) insists he will veto increase of the European Union (EU) spending agreement, Germany will seek to cancel next month's European Union budget summit. To understand the people familiar with the talks said German chancellor Angela Merkel (Angela Merkel) believe that, if the British going to veto, it aims to make the European Union held seven years budget framework budget summit will make no sense.
The Ukraine will from November 15, - a ban wheat export traders "traders said Friday, Ukraine to the ministry of agriculture from November 15th wheat export ban. Being influenced by the severe weather, Ukraine wheat yield a third this year to reduce. Ukraine's agriculture minister Mykola Prysyazhnyuk has said, if too much domestic export make bread prices rising risk facing, then the country will consider wheat export restrictions.
The global economic situation differentiation the United States than in Europe, the U.S. economy still beyond by debt and banking crisis the euro zone, the global economic slow differentiation. Reuters survey, October the purchasing managers' investigation report may prove area the euro zone into a recession, and the third quarter American economic growth speed possible from the second quarter of 1.3% to 1.8%.
The department of agriculture, China food production this year is expected to "nine even increase" "China's agriculture ministry officials said that this year grain production is expected to achieve continuous nine years increase, but in production costs, UK policy under the action of factors, is expected to moderate prices will continue to rise..
The Hong Kong market analysis:
Hong Kong stocks ADR report 21372 index fell 187 points / 0.9%, Hong Kong stocks American business depository receipt common falling, and the last trading day closing comparison:
HSBC holdings (76.5, 0.05, 0.07%, real time market) (HK0005) fell 0.6%, the mobile (HK0941) fell 0.8%, China national offshore oil (HK0883) fell 1.3%, China petroleum (10.94, 0.14, 1.26%, real time market) chemical (HK0386) fell 1.4%, China unicom (micro Po) (13.68, 0.18, 1.33%, real time market) (HK0762) fell 1.4%, aia (HK1299) fell 0.2%, China life (22.9, 0.10, 0.44%, real time market) (HK2628) fell 1%, China petroleum (HK0857) fell 1.6%, aluminum corporation of China (3.61, 0.00, 0.00%, real time market) (HK2600) fell 2%, and real estate (14.28, 0.14, 0.99%, real time market) (HK0083) fell 0.4%, hutchison whampoa (77.35, 0.95, 1.24%, real time market) (HK0013) fell 1.5%, cheung kong (114.9, 1.40, 1.23%, real time market) (HK0001) fell 1.9%, the subway (HK0066) fell 0.1%, CLP holdings (